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Bruce H. Lipnick is Founder, Chief Executive Officer and Chairman of the Board of Directors of Asset Alliance Corporation (“Asset Alliance”). He is also Chairman and Chief Executive Officer of Asset Alliance Advisors, Inc. He has an extensive background in alternative investments with over 38... More
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  • Assset Alliance Acquires Equity Interest In Monarch Business And Wealth Management ,LLC  5 comments
    Jul 25, 2012 4:25 AM

    Asset Alliance Corporation, through its subsidiary, Asset Alliance Wealth Management, has acquired an equity interest in Monarch Business and Wealth Management, LLC. Monarch a financial and life management company founded by Barry Klarberg. Monarch represents professional athletes, internationally acclaimed entertainers and high net worth families.

    "We believe that our two firms will provide a full-service platform to meet the special needs associated with Monarch's clientele," said Bruce Lipnick, Chairman & CEO of Asset Alliance. "Joining forces with Barry Klarberg, CEO of Monarch, the acquisition brings together a team of professionals with vast experience, integrity, and an understanding of how to preserve and increase the wealth of our clients."

    In conjunction with Asset Alliance Wealth Management, Monarch continues to offer clients a full suite of family office service and integrate those with the components of Asset Alliance's distinct wealth management system. Monarch also seeks to continue to expand the scope of its business and wealth management services through synergistic partnerships and acquisitions of complementary businesses.

    Klarberg was recently Senior Managing Director of Guggenheim Partners, LLC, heading up Guggenheim Wealth Services' New York office. He began his career at Deloitte & Touche, where he was the firm's National Director of Sports and Entertainment, before founding KRT Business Management. Barry authored "Winning Tax Strategies and Planning for Athletes and Entertainers," a book considered to be a leading resource within the business management profession. He received a BBA in Accounting and a MS in Taxation from Pace University.

    Themes: asset alliance, bruce lipnickasset alliance corp, bruce h lipnick
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  •  
    Asset alliance obtained equity interest from other companies like LLC, monarch business. They can talk with the clients of these companies and spread their business more.
    19 Aug 2012, 01:47 AM Reply Like
  •  
    I read whole the concept and that's give review to known about the monarch business and wealth management. Asset Alliance are participate in different field of business and that's grow up his services.
    19 Aug 2012, 01:47 AM Reply Like
  •  
    Asset alliance wants to expand their business and want to reach at the all the customers from around the world and because of partnership with monarch, now they will able to reach at their customers is well.
    20 Aug 2012, 02:24 PM Reply Like
  •  
    I thought because of this partnership wealth management and monarch business also able to give full service to their clients and make them happier.
    20 Aug 2012, 06:00 PM Reply Like
  •  
    LLC, monarch had huge clients in market. It is good that asset alliance will bond with them and give service to their clients. It is good scope for them to expend their business in other nations is well.
    20 Aug 2012, 09:56 PM Reply Like
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